July, 2019

31JULY8:00 AM1:00 PMPortfolio Construction Roundtable 2019July 31 • New York, NY

Event Details

Second Annual Portfolio Construction Roundtable REGISTER

IMEA’s Product Council will bring together executives involved in Portfolio Construction and Model Portfolios in New York, July 31st for the IMEA’s second annual Portfolio Construction Roundtable. Conversation will center around the trends and challenges in this rapidly growing business area. The day will include Cerulli presenting current research, client perspective from Morgan Stanley and Envestnet, as well as an intimate discussion on Establishing the Right Portfolio Construction Engagement Model. Topics for discussion include:

• Standard vs. Custom Model Construction Support
• Integrating Firm Asset Allocation Views
• Sales Professionals & Portfolio Construction Specialist Roles
• Leveraging Data
• Training
• Advisor Segmentation Strategy
• Digital & Web Client Engagement
• Open Discussion

AGENDA
   
Tuesday, July 30, 2019 | 6:00 PM
Networking Dinner
 
Bobby Van’s Steakhouse 54th Street
131 E 54th St, New York, NY 10022
 

 

   
Wednesday, July 31, 2019 | 8:00 AM – 3:00 PM
Portfolio Construction Roundtable
 
K&L Gates
599 Lexington Ave, New York, NY 10022
32nd Floor, Rooms 32 A&B
 

Cost

$599

Hotel Information

The Benjamin
125 E 50th St, New York, NY 10022

 

InterContinental
111 E 48th St, New York, NY 10017

 

Courtyard Midtown East Marriott
866 3rd Ave, New York, NY 10022

Contact Us

816.454.9422 | Email Laura Klover

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